Demo

Operations Project Manager

The Phoenix Group
Stamford, CT Full Time
POSTED ON 1/28/2026
AVAILABLE BEFORE 5/29/2026

Operations Project / Business Manager

Location: Stamford, CT

Reports to: Head of Operations

About the Firm

A multi-strategy asset management firm with several billion under management is seeking an Operations Project / Business Manager. The firm maintains offices across major U.S. and international financial hubs and has been investing institutional capital successfully for nearly two decades. The team combines sophisticated analytics with discretionary judgment to pursue uncorrelated, absolute-return strategies. The culture emphasizes collaboration, independent thinking, and respect for individual contributors within a fast-paced but supportive environment.

Role Overview

This is a hands-on, cross-functional role supporting the modernization and strategic oversight of global operations. The position blends project-based responsibilities with ongoing business management activities. You will help drive operational efficiency, implement new systems across the trade lifecycle, and support executive leadership with metrics, reporting, and vendor oversight.

Responsibilities

Project / Process Improvement

  • Partner with operations stakeholders to gather and document business requirements with a focus on workflow optimization, STP, and control improvements
  • Assist in delivering systems and tool implementations; support testing to confirm alignment with documented requirements
  • Conribute to user documentation, training materials, and project status reporting

Business Management / Reporting

  • Prepare monthly management reporting packages, including key metrics and performance insights for senior leadership
  • Track budgets, project costs, and vendor engagements
  • Maintain documentation for operational processes, project plans, and departmental reporting
  • Support oversight of vendors, including reporting on deliverables and contract metrics

Qualifications

  • 5–10 years in Operations-focused projects and/or system implementations, ideally within a buy-side trading environment
  • Strong communication and interpersonal skills
  • Excellent organizational and prioritization abilities; able to work independently with limited supervision
  • Strong analytical and problem-solving orientation
  • Advanced Excel skills for data analysis and presentation
  • Proficiency with PowerPoint and preparation of executive-level materials
  • Solid understanding of securities products—including listed, OTC, and derivatives—and familiarity with the full trade lifecycle preferred
  • Knowledge of operations systems such as OMS/EMS, trade capture tools, and/or portfolio management systems strongly beneficial

Core Competencies

  • Professional, detail-oriented, and highly organized
  • Strong written and verbal communication
  • Able to take initiative, multitask, and manage time effectively
  • Collaborative mindset aligned with the firm’s emphasis on respectful interaction and high performance



The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Salary : $165,000 - $185,000

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